8 simple flows to get started with marketing automation

We get it, marketing automation can easily sound abstract, technical and advanced. So much so that it can make a business owner give up on the idea that it could be useful for them; without having tried a single automated flow. That is a real shame, because event-driven communication has so many benefits, and there is nothing strange about choosing the level that suits you and your business best.

Here are 8 simple examples of how you can start using marketing automation. These are flows you can easily set up in the tool. And once that is done, the engine keeps running, warming up leads and nurturing the customer experience while saving you time and resources. And remember – we are here for you if you need help. Get support in Swedish via email or phone.

1. Welcome new contacts

Strike while the iron is hot – make sure that anyone who has registered their email address to receive sends from you immediately gets a welcoming email that keeps their interest alive. In a welcome email you can, for example, offer a taste of what the newsletters usually contain, highlight the most read articles on your website, and invite them to follow you on social media. Read a guide about welcome emails.

2. Educate with a topic-based flow

Nurture leads with educational content. Let the download of a guide trigger a flow that continues to educate on the topic. You can also let the flow be filtered automatically based on which topics the recipient shows interest in, that is, which link they click.

3. Convert free users into paying customers

If you offer a free version of a service, it is wise to tailor a flow that can convert the free user into a paying customer. It can start with a welcome message, followed by encouragement to try it for anyone who has not yet done so after a certain time. Give tips and advice, and preferably include recommendations from paying users.

4. Re-engage inactive customers

You can bring customers who have been inactive for a while back to life with flows for re-engaging communication. It can be about offering help to get started and inspiring content tied to an offer.

5. Reward loyal customers

Do not forget to reward loyal customers – make them feel seen, acknowledged and appreciated. You can do this by expressing gratitude in words, showing that their opinions matter, and giving a generous gift.

6. Celebrate anniversaries & holidays

Treat the customer on their birthday if the date is registered, or celebrate the anniversary of when they became a customer by automatically sending a congratulations text message with a personal offer, discount code or voucher code. Set up flows for holidays and anniversaries and save valuable time.

“Last-minute gifts to order today! Today is the last chance to order Christmas gifts if you want to be sure they arrive in time for Christmas Eve. To help you along, we have listed gift ideas for everyone from the teenager to the colleague and your loved one.”

7. Follow up after a purchase

Do not abandon the customer after the transaction; make sure to be there and provide good service. Send automatic follow-up emails after a purchase, preferably with educational tips and advice on use, and an assurance that they are welcome to get in touch if they need support. A little further into the flow you can ask for feedback, preferably via SMS. “What did you think of your purchase? Leave a review and get a discount code to use on your next purchase.”

8. Launch something new

Are you launching a new product or product line, service or update? Prepare a flow that informs about what is to come, builds anticipation and perhaps tempts with time-limited special offers.

Want to learn even more?

Then one of these guides might be something for you:

👉 Lead generation for B2B

👉 How you can work with the customer journey and its phases in your marketing

👉 A comprehensive guide to Marketing Automation

👉 Learn more about CTA – Call to Action

👉 All about GDPR and marketing

👉 What is Lead Scoring?

👉 What is Inbound Marketing?